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Area of expertise is Senior Life Settlements and Viatical settlements. I can assist advisers in qualifying clients for these type of transactions. I can assist policyholders to determine if they are an appropriate candidate for these transactions and I can assist consumers if they are approached to invest in these type of transactions.
I am the Director of New Business for Performa Corp a boutique Life Settlement brokerage located in south Florida.
Agent Sales Journal, California Broker Magazine
AA Liberal Arts BS Finance Management 10 yrs US Army Finance Officer
Life Licensed in State of Florida